Director of Finance

Koïos Intelligence; Montreal; On-site; CAD 90,000 - 150,000; Full time

Job summary

An established industry player is seeking a Director of Finance to lead the development of a scalable finance function. This strategic role involves overseeing financial activities, ensuring compliance, and providing insights to drive company growth. The ideal candidate will have extensive experience in financial management, a strong understanding of Canadian GAAP and IFRS, and exceptional leadership skills. Join a forward-thinking company that is transforming the insurance industry with innovative AI solutions, and make a significant impact on its financial health and strategic direction.

Qualifications

• 8+ years in financial management with 3 years in leadership.
• Strong knowledge of financial planning, budgeting, and analysis.

Responsibilities

• Develop financial strategies and conduct analysis for decision-making.
• Prepare financial reports and ensure compliance with regulations.

Skills

Financial Management

Financial Analysis

Budgeting

Forecasting

Canadian GAAP

IFRS

Financial Modelling

Leadership

Communication Skills

Education

Bachelor's degree in Finance

MBA

CPA

Tools

Financial Software

ERP Systems

Microsoft Excel

Job description

Our purpose

Koios Intelligence aims to revolutionise the insurance industry through artificial intelligence (AI) and natural language processing (NLP). We provide advanced virtual assistant solutions voice enabled to enhance customer & insurance agents experience, streamline operations, and drive innovation. By using state-of-the-art large language models and generative AI, we simplify complex insurance processes, improve decision-making, and enable personalised interactions for policyholders and insurers.

Job Summary

As our Director of Finance you’ll report directly to the CEO/COO and will be responsible for building a first class scalable finance function to enable the next phase of company growth. You will identify areas for process improvement, and will be responsible for ensuring our enterprise systems set-up is fully optimised and future proofed. The Director of Finance is a strategic and leadership role responsible for overseeing all financial activities within the organization. They provide financial guidance, analysis, and support to senior management, ensuring the company’s financial health and stability.

Responsibilities

Financial Planning and Analysis

• Develop and execute financial strategies and plans to support the company’s goals and objectives.
• Conduct financial analysis, forecasting, and budgeting to provide accurate and timely insights for decision-making.
• Monitor key financial indicators, identify trends, and recommend actions to optimize financial performance.
• Assess and manage financial risks, develop mitigation strategies, and maintain internal controls.

Financial Reporting and Compliance

• Prepare and present financial reports, statements, and analyses to senior management, board of directors, and external stakeholders.
• Ensure compliance with accounting principles, regulations, and reporting requirements.
• Coordinate and oversee external audits and tax filings, working closely with auditors and tax advisors.
• Implement and maintain robust financial systems, policies, and procedures.

Strategic Financial Management

• Collaborate with executive leadership to develop long-term financial strategies aligned with the organization’s vision.
• Provide financial insights and recommendations on business initiatives, investments, and potential opportunities.
• Evaluate and support mergers, acquisitions, and other strategic partnerships from a financial perspective.
• Conduct financial due diligence for potential investments and capital projects.

Requirements

• Bachelor’s degree in finance, accounting, or a related field. MBA or CPA preferred.
• Proven experience (8+ years) in financial management, with at least 3 years in a leadership role.
• Strong knowledge of financial planning, budgeting, forecasting, and analysis.
• Solid knowledge of Canadian GAAP and IFRS
• Deep understanding of accounting principles, regulations, and financial reporting standards.
• Excellent analytical, problem-solving, and decision-making skills.
• Commercial and entrepreneurial mindset, astute knowledge and practical experience of financial modelling to support investment decisions
• Advanced proficiency in financial software, enterprise resource planning (ERP) systems, and Microsoft Excel.
• Exceptional leadership and team management abilities.
• Excellent communication and presentation skills.

Nice to have

• Minimum 8 years relevant experience, ideally at least 2-3 years in one of the Big 4
• Tech savvy, prior experience in an online / e-commerce / fintech business
• Start-up/scale-up funding experience is a strong asset
• M&A experience